Job Description

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now! Responsibilities:

• Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping
• Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies
• Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
• Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
• Assist current policyholders during the insurance claims process while overseeing existing insurance claims

Qualifications:

• Active Life & Health insurance license is a strong bonus
• Previous customer service or experience as a sales representative preferred
• Prior health insurance or life insurance experience a bonus
• Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
• Excellent verbal and written communication skills required

About Company: At GFI, our mission is to change the way finances are looked at. With over 67 trillion dollars exchanging hands over the next decade, we facilitate financial education for people to make informed decisions about their finances. We believe in a holistic approach to financial empowerment fostering people's financial well-being and their ability to create positive change in their communities. Our vision is to empower 100 million families to achieve financial independence and gain control over their financial destinies. We will help more people become millionaires than any other company in history, and become the largest leadership movement in the industry with over 1 million licensed agents dedicated to helping families dream again!

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